Service
Capital Planning Report
The discipline of a reserve fund study, for properties outside the standard reserve legislation — so your capital plan is a decision, not a guess.
What is a capital planning report?
A capital planning report applies the same method as a reserve fund study — a component inventory, a condition assessment, and a 30-year forecast of repair and replacement costs — to properties that no reserve legislation covers. It identifies upcoming major projects, models funding scenarios, and gives owners a clear, defensible basis for setting aside capital.
Because no statute prescribes its format, the report is shaped around how your property actually operates: what you own, what will wear out, when, what it will cost, and how to fund it.
Who is it for?
Housing & water co-operatives
Co-ops carry the same long-term repair obligations as condominiums, without the statutory reserve framework.
Commercial & mixed-use properties
Owners and managers planning capital expenditures across tenanted buildings and shared infrastructure.
Rental apartment buildings
Portfolio owners who want component-level forecasts instead of reactive maintenance budgeting.
Communities outside the condo acts
HOAs, resort associations and other shared-ownership structures with common property to maintain.
Why plan when nothing requires it?
That is exactly when planning matters most. With no legislated study cycle, nothing forces a property to look ahead — until a roof, boiler or parkade membrane reaches end of life and the money has to come from somewhere. A capital planning report replaces that moment with a schedule you saw coming years earlier.
Predictable funding
Component-level forecasts turn large, irregular capital costs into steady, plannable contributions.
Credibility with lenders and buyers
A current, professionally prepared capital plan is evidence the property is managed deliberately — lenders, insurers and buyers increasingly expect one.
Better decisions
Funding scenarios let owners compare paths — steady contributions, staged projects, or borrowing — before committing.
How Reserve Plus helps
Capital planning reports are delivered the same way as our reserve fund studies: engineer-authored, a complete first draft in 30 days or less, and bundled with myRPlanner (powered by StelorPM) for the full term — so the plan stays a living financial model you can update as projects land, costs move, and priorities change.
Put a real plan behind your property.
Tell us about the property and we'll quote a capital planning report.
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